Expertise
- Wealth Management
- Pension advice & transfers
- INvestment management
- Protection and Insurance
- Foreign Exchange Hedging
- Mortgage
- cashflow modelling
- Financial advice for directors
- Personal Tax
- business advice
- Exit planning and strategy
- Inheritance Tax IHT
- Estate planning; Wills; LPA’s;
Summary
Entrepreneur Adviser with more than 20 years experience working in finance. Specialist in helping SME business owners and entrepreneurs plan for a life after work, including maximising exit value, succession planning and long term financial security.
Experience
-
Private Label Wealth
Wealth Manager
- Current
-
Barclays Wealth
Vice President
100+ Employees 2009 - 2016 -
7IM
Director - Private Clients
100+ Employees 2016 - 2022
Education History
-
Economics
Cardiff University
2000 - 2003 -
Investment Banking and Finance
London School of Business and Finance
2010 - 2010
Qualifications
FCA Certified Adviser (current)
CISI - Level 6 and Chartered Fellow of CISI
